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GeoWealth Management’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

GeoWealth Management’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.6K Sell
819
-538
-40% -$24K ﹤0.01% 988
2025
Q1 		$61.2K Sell
1,357
-509
-27% -$22.9K ﹤0.01% 868
2024
Q4 		$85.1K Buy
1,866
+31
+2% +$1.41K ﹤0.01% 1015
2024
Q3 		$85.9K Buy
+1,835
New +$85.9K ﹤0.01% 929